贝恩公司：2026年全球能源与材料行业展望报告（中译版）（22页）.pdf

1、Global Energy&Materials Outlook 2026Modeling growth,build rates,and resource constraints helps shed light on the opportunities and risks ahead.ReportGlobal Energy and MaterialsOutlook 2026Modeling growth,build rates,and resource constraints helps shed lighton the opportunities and risks ahead.By Ala

2、sdair Robbie,Grant Dougans,Brian Murphy,Dayle Nel,Kate Ramsey,Peter Meijer,and James Nixon19 min readAt a GlanceThree scenarios for 2040,grounded in economic,physical,andengineering realities,help executives identify risks,opportunities,and no-regrets moves.Bains Intersect model shows electricity de

3、mand and renewables risewhile fossil fuels persist.The world warms 2.1 degrees Celsius to 2.9degrees Celsius by 2100.Supply of gas/liquefied natural gas,nuclear,minerals,and sustainablefuels will depend on region,policy,and cost,with big swings possible.Understanding local markets,planning for adapt

4、ability,and buildingresilience will help companies find opportunities and navigate withconviction in an uncertain future.SM.1The fundamentals endureThe past five years have tested assumptions about global energy and materialsmarkets.Supply chain shocks,a shifting ESG movement,and two wars withsignif

5、icant impact on energy flows have heightened uncertainty forexecutives:How fast are markets growing,and how is policy shaping them?Where are demand and margin pools moving?What supply bottlenecks willshape new developments?Where to invest,and when?That uncertainty only reaffirms Bains long-standing

6、view of thefundamentals:Energy demand rises with GDP,population growth,andindustrial activity.The systems ability to meet demand is constrained by thephysical and engineering realities of what can be built,how fast it can be built,and the availability of materials,capital,and energy resources.Policy